Quotations

Create professional quotations and convert accepted quotations into invoices.

Create a quotation

1. Open the Quotations section.
2. Select Create Quotation.
3. Choose the client.
4. Add the quotation date and expiry date.
5. Add the quoted products or services.
6. Review taxes, totals and notes.
7. Save the quotation.

Send or download a quotation

Open the saved quotation to download the PDF or send it to the client where email sending is available on your plan.

Convert a quotation to an invoice

Once the client accepts the quotation, use Convert to Invoice. InvoiceSAZ copies the client and line-item details into a new invoice.